Pan Jit International Inc. · TWSE:2481

Pan Jit International — Investor Conference by President Securities Corporation (March 2025)

16 slides from Pan Jit International's conference presentation, Mar 19, 2025

  1. Slide 1: PANJIT International Inc

    PANJIT International Inc Copyright© 2025 PANJIT International Inc. All rights reserved.

  2. Slide 2: Agenda

    Mar. 2025 ◼ About PANJIT ◼ 2024 Q4 & 2024 FY Financial result ◼ Power Discrete & New Technology Focus ◼ Automotive 2 Copyright© 2025 PANJIT International Inc. All rights reserved.

  3. Slide 3: Group

    PANJIT International Inc. 2024 Revenue: NTD$ 12.5 Billion (2481.TW) Product: IC, MOSFET, SiC, IGBT, Diodes, TVS, ESD, Zener, Bridge, Transistor Application: Automotive, Medical, Green Energy, High Performance Computing, Consumer, IoT MILDEX Optical Inc. Champion Microelectronic Corp. 2024 Revenue: N

  4. Slide 4: 2024 Q4 Consolidated Income Statement

    2024 Q4 Consolidated Income Statement Unit: M' NTD 2024 Q4 2024 Q3 QoQ 2023 Q4 YoY Revenue 3,011.5 3,335.1 -9.7% 3,030.4 -0.6% Gross Profit 937.7 974.1 -3.7% 771.1 21.6% Gross Margin 31.1% 29.2% 1.9 ppts 25.4% 5.7 ppts Sales Exp. 208.2 192.9 7.9% 169.5 22.8% Admin. Exp. 270.4 282.7 -4.4% 222.2 21.7%

  5. Slide 5: Income Statement Key Indices

    Income Statement Key Indices Revenue (Unit: M’ NTD) Gross Margin 4,000 40% 29.2% 31.1% 3,335.1 30% 25.4% 3,030.4 3,011.5 3,000 20% 10% 2,000 0% 4Q23 3Q24 4Q24 4Q23 3Q24 24Q4 Revenue Gross Margin Operating Profit Margin Net Profit Margin 10% 10% 8.7% 7.5% 7.0% 6.1% 6.2% 5.0% 5% 5% 0% 0% 23Q4 24Q3 24Q

  6. Slide 6: Balance Sheet & Key Indices

    Balance Sheet & Key Indices Selected items from Balances Sheets Unit: M' NTD 2024 Q4 2024 Q3 2023 Q4 Amount % Amount % Amount % Cash and Cash equivalents 2,361 8.2% 2,125 7.4% 3,077 10.7% Accounts Receivable 3,940 13.7% 4,431 15.5% 4,226 14.7% Inventories 2,739 9.5% 2,618 9.1% 3,007 10.5% Investment

  7. Slide 7: Balance Sheet Key Indices

    Balance Sheet Key Indices Cash from operating activities Inventories by Total Assets (Unit: M’ NTD) 15% 1,000 846 10.5% 614 9.5% 10% 9.1% 500 257 - 5% 4Q23 3Q24 24Q4 4Q23 3Q24 4Q24 Cash from operating activities Inventories by Total Assets A/R Turnover Days Inventory Turnover Days 123 117 140 120 13

  8. Slide 8: 2024 FY Financial Result

    2024 FY Financial Result Unit: M' NTD 2024 2023 YoY Revenue 12,536.2 12,707.3 -1.3% Gross Profit 3,597.1 3,208.1 12.1% Gross Margin 28.7% 25.3% 3.4 ppts Sales Exp. 746.0 676.3 10.3% Admin. Exp. 1,059.1 860.6 23.1% R&D Exp. 972.1 832.7 16.7% Operating Expenses 2,784.2 2,374.3 17.3% Operating Profit 8

  9. Slide 9: PANJIT Global Footprint at a Glance

    PANJIT Global Footprint at a Glance JP US 1% China 2% Shandong Germany China Munich Xuzhou SEA China China South Korea Yongin 6% 58% Wuxi / Suzhou China Shenzhen/ Hong Kong U.S.A San Jose Korea 12.5B NTD Japan 9% 2024 Tokyo New U.S.A India Taiwan Phoenix Revenue New Delhi New Taipei EMEA Bangalore T

  10. Slide 10: Market Segment Application Field

    Market Segment Application Field BJT 3% SiC 1% By Product ESD 4% 2024 Switching 6% Zener 6% Automotive Industrial & MOSFET 30% TVS 7% Lighting, Infotainment, Green Energy Pump, Body & Comfort, PV Inverter, Server fan, On Board Charger EV charger, Motor, DC fan, Schottky 29% Robot, Medical Rectifier

  11. Slide 11: Revenue by Product

    Revenue by Product By Product By Product 2024 2023 ESD BJT SiC ESD BJT SiC 4% 3% 1% 4% 3% 1% Switching Switching 6% 5% Zener Zener 6% 6% MOSFET 30% Schottky 34% TVS TVS 7% 7% Rectifier Rectifier 13% 14% Schottky MOSFET 29% 27% 11 Copyright© 2025 PANJIT International Inc. All rights reserved.

  12. Slide 12: Revenue by Market Segment

    Revenue by Market Segment By Market Segment By Market Segment 2024 2023 Communication Communication Power Supply 3% Power Supply 3% 13% 11% Automotive 23% Automotive 30% Computing Computing 17% 15% Consumer 22% Industrial & Consumer Industrial & Green Energy 21% Green Energy 18% 24% 12 Copyright© 20

  13. Slide 13: Innovation for the Future Technology

    Innovation for the Future Technology 2024 2025 2026 2027 2028 SGT Gen.2 SGT Gen.3 SGT Gen.3 LV MOSFET N/P-Ch 30/40V Low RSP N-Ch 40V Low FOM N-Ch 30/40V Line up SGT Gen.2 SGT Gen.3 SGT Gen.3 SGT Gen.3 MV MOSFET N-Ch 80/100V N-Ch 60/80/100V N-Ch 150/200V N-Ch 60V-200V Line up Gen.2 FR Gen.2 FR Gen.1

  14. Slide 14: Automotive

    Automotive 14 Copyright© 2025 PANJIT International Inc. All rights reserved.

  15. Slide 15: Automotive Business 2024

    Automotive Business 2024 Product Offering AEC-Q101 parts business trend 2K+ Parts YoY +36 % Shipment 4.73B Pcs. in 2024 Worldwide 20+ Countries Serving over 300+ customers across the globe 2017 Y 2018 Y 2019 Y 2020 Y 2021 Y 2022 Y 2023 Y 2024 Y 15 Copyright© 2025 PANJIT International Inc. All rights

  16. Slide 16: Your Component Our Profession

    YOUR COMPONENT OUR PROFESSION

PANJIT International — Investor Conference by President Securities Corporation (March 2025) on 6ix